Checklists in Activity Management

Checklists are useful when the completion of an activity requires more than one step. Each step can be created as a checklist item under a single activity so that the fulfillment of each item can complete the activity.

It’s most useful when you have a list of predefined steps under an activity. For example, in order to prepare a quote, you may want to:

    • Check the prices with suppliers for a detailed budget calculation
    • Make sure all the project requirements are well documented
    • Confirm with production unit if the required specs are matched

You can also add/delete items and change their order.

 

 

When all the items on the checklists are marked as done, TeamGram asks you to confirm for completion.

It’s that easy.

About TeamGram 246 Articles
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